Lewis Asset Management, LLC Incresed Positions in Q2 2025

Lewis Asset Management, LLC

  • $213 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
8.91K
+ 8.47%
$94.31 - $157.99 $840K - $1.41M
114K $18B
MSFT
Microsoft Corp

Technology
4.05K
+ 40.13%
$354.56 - $497.45 $1.44M - $2.02M
14.1K $7.04B
ORCL
Oracle Corp

Technology
12K
+ 161.65%
$122.82 - $218.63 $1.47M - $2.62M
19.4K $4.24B
AMZN
Amazon Com Inc

Consumer Cyclical
10.1K
+ 39.04%
$167.32 - $223.3 $1.69M - $2.26M
36.1K $7.91B
Qxo Inc
114K
+ 886.28%
N/A
127K $2.74B
WMT
Walmart Inc.

Consumer Defensive
20.7K
+ 421.29%
$81.79 - $99.98 $1.7M - $2.07M
25.7K $2.51B
AVGO
Broadcom Inc.

Technology
3.29K
+ 31.95%
$146.29 - $275.65 $481K - $906K
13.6K $3.74B
AAPL
Apple Inc.

Technology
12.9K
+ 32.95%
$172.42 - $223.89 $2.23M - $2.89M
52.1K $10.7B
GOOGL
Alphabet Inc.

Communication Services
9.48K
+ 106.65%
$144.7 - $178.6 $1.37M - $1.69M
18.4K $3.24B
ABT
Abbott Laboratories

Healthcare
13.3K
+ 500.75%
$123.95 - $138.08 $1.65M - $1.84M
16K $2.17B
JEPI
J P Morgan Exchange Traded Fd

ETFs
24.4K
+ 138.15%
$51.14 - $57.0 $1.25M - $1.39M
42K $2.39B
JNJ
Johnson & Johnson

Healthcare
8.78K
+ 169.33%
$146.36 - $159.82 $1.29M - $1.4M
14K $2.13B
LLY
Eli Lilly & CO

Healthcare
1.3K
+ 131.06%
$713.71 - $898.95 $931K - $1.17M
2.3K $1.79B
CVX
Chevron Corp

Energy
7.08K
+ 231.24%
$133.73 - $168.51 $947K - $1.19M
10.1K $1.45B
GS
Goldman Sachs Group Inc

Financial Services
911
+ 59.31%
$462.22 - $707.75 $421K - $645K
2.45K $1.73B
ADP
Automatic Data Processing Inc

Industrials
2.8K
+ 260.8%
$276.76 - $326.81 $775K - $915K
3.88K $1.2B
PG
Procter & Gamble CO

Consumer Defensive
5.8K
+ 103.98%
$157.66 - $172.39 $915K - $1M
11.4K $1.81B
CSCO
Cisco Systems, Inc.

Technology
11K
+ 123.73%
$53.19 - $69.38 $587K - $765K
19.9K $1.38B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.1K
+ 47.05%
$416.06 - $551.64 $457K - $606K
3.44K $1.89B
NFLX
Netflix Inc

Communication Services
463
+ 187.45%
$855.86 - $1339.13 $396K - $620K
710 $951M
GOOG
Alphabet Inc.

Communication Services
1.86K
+ 11.35%
$146.58 - $180.01 $272K - $335K
18.2K $3.23B
XOM
Exxon Mobil Corp

Energy
6.41K
+ 165.38%
$99.93 - $119.04 $641K - $763K
10.3K $1.11B
V
Visa Inc.

Financial Services
1.75K
+ 74.8%
$308.27 - $373.31 $540K - $654K
4.09K $1.45B
PM
Philip Morris International Inc.

Consumer Defensive
3.12K
+ 120.62%
$149.23 - $184.95 $465K - $577K
5.7K $1.04B
KO
Coca Cola CO

Consumer Defensive
8.61K
+ 168.68%
$68.37 - $73.9 $589K - $636K
13.7K $970M
ENB
Enbridge Inc

Energy
12.9K
+ 88.2%
$41.09 - $47.16 $529K - $607K
27.5K $1.25B
TSLA
Tesla, Inc.

Consumer Cyclical
1.2K
+ 57.52%
$221.86 - $362.89 $266K - $436K
3.29K $1.04B
RTX
Raytheon Technologies Corp

Industrials
3.12K
+ 97.72%
$113.75 - $148.48 $355K - $464K
6.32K $922M
PDI
Pimco Dynamic Income Fund

Financial Services
25.4K
+ 224.12%
$17.02 - $19.87 $432K - $504K
36.7K $696M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.12K
+ 12.55%
$121.58 - $136.74 $379K - $426K
27.9K $3.79B
XLK
Technology Sector Spdr

ETFs
1.02K
+ 39.72%
$179.73 - $253.23 $183K - $257K
3.57K $905M
PFE
Pfizer Inc

Healthcare
15.2K
+ 184.58%
$21.59 - $24.84 $329K - $378K
23.5K $569M
JPM
Jpmorgan Chase & CO

Financial Services
944
+ 49.14%
$210.28 - $289.91 $199K - $274K
2.87K $831M
PLTR
Palantir Technologies Inc.

Technology
1K
+ 24.63%
$74.01 - $144.25 $74K - $144K
5.06K $690M
AXP
American Express CO

Financial Services
560
+ 19.28%
$231.39 - $318.98 $130K - $179K
3.46K $1.1B
BAC
Bank Of America Corp

Financial Services
5.78K
+ 80.03%
$34.39 - $47.46 $199K - $274K
13K $616M
URA
Global X Uranium ETF

ETFs
500
+ 2.78%
$20.26 - $38.81 $10.1K - $19.4K
18.5K $719M
PANW
Palo Alto Networks Inc

Technology
1.04K
+ 47.85%
$152.44 - $204.64 $158K - $212K
3.2K $656M
UYLD
Angel Oak Fds Tr Ultrashort In
4.85K
+ 10.73%
N/A
50K $2.55B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.29K
+ 6.13%
$90.56 - $109.49 $117K - $141K
22.4K $2.44B
ROP
Roper Technologies Inc

Industrials
429
+ 77.16%
$519.19 - $590.78 $223K - $253K
985 $558M
AMAT
Applied Materials Inc

Technology
786
+ 43.96%
$126.95 - $183.52 $99.8K - $144K
2.57K $471M
NOW
Service Now, Inc.

Technology
26
+ 3.35%
$721.65 - $1040.18 $18.8K - $27K
803 $826M
HD
Home Depot, Inc.

Consumer Cyclical
552
+ 40.74%
$335.24 - $380.78 $185K - $210K
1.91K $699M
AMGN
Amgen Inc

Healthcare
961
+ 44.16%
$262.28 - $309.85 $252K - $298K
3.14K $876M
LOW
Lowes Companies Inc

Consumer Cyclical
925
+ 38.38%
$210.83 - $235.28 $195K - $218K
3.34K $740M
BX
Blackstone Inc.

Financial Services
829
+ 16.13%
$120.07 - $151.11 $99.5K - $125K
5.97K $893M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.57K
+ 5.82%
$17.76 - $22.1 $45.6K - $56.8K
46.8K $1.03B
APH
Amphenol Corp

Technology
410
+ 12.85%
$59.09 - $98.75 $24.2K - $40.5K
3.6K $356M
Activity Summary
Buys All Purchases 143 New Holdings 56 Increased Positions 87 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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